Transactions & categories
Separating business and personal spending
Mark who a transaction belongs to and get a Schedule C worksheet.
If you mix business and personal money, FinTrack can keep them apart.
- Set a default owner for each account, for example your business card as Business.
- Override it on any single transaction.
- Turn on a business pack in Settings → Categories & rules for tax-ready categories.
Reports then shows a Schedule C worksheet built from your business transactions. It's a starting point for you or your accountant, not a filed return.